Planning for the next stage or retirement

It's never too soon to start planning for the future. Whether you're approaching retirement or you're looking to fund something specific, we can support you in preparing for the next stage in life.

Plan for the future you want

We know it can be hard to find time to think ahead, particularly when it comes to your finances and your objectives. You might be planning for the next big event in life – the dream holiday, school fees, a new home – or maybe you’re looking to put away for your retirement. Whatever you’ve got in store, we’re here to simplify things and provide the much-needed focus you need to take action.

Our process always starts with you. We look at your goals and aspirations for the years to come, identifying what’s most important to you. We can then create a personalised plan designed to set you on the path to achieving those objectives.

Whether you want to tick some things off the bucket list, grow your investments, or simply spend your money without fear of running out, we’ll help you consider all the options available and make the right financial decisions for your future.

Here’s how we’ll help

  • We’ll help you to identify and define your financial objectives, and explore what your ideal retirement might look like.
  • We’ll review all of the options available to you and build a personalised financial plan designed to help you achieve your goals.
  • It’s important to protect the things that matter. We can ensure your family will be taken care of financially should anything happen to you.
  • Ultimately, we’re here to give you the peace of mind that comes with knowing someone is taking care of things, the right way.

Hear from our clients

Learn how we’ve made a difference to the lives of some of those we’ve worked with and watch them tell their stories. Could you be the next to feel the value of financial planning?

Wendy

I'm happy to trust Robertson Baxter with my money.

Awards we’ve received along the way

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year